Capital Group Market Research Report

Company Overview

• Name: Capital Group

• Mission of the Company: Capital Group is dedicated to improving people's lives through successful investing, fostering lasting relationships built on trust, integrity, excellent service, and investment results.

• Founded: 1931

• Founder: Jonathan Bell Lovelace

• Key People:

• Mike Gitlin, President and Chief Executive Officer

• Martin Romo, Chairman and Chief Investment Officer

• Jody Jonsson, Vice Chair

• Headquarters: Los Angeles, United States

• Number of Employees: More than 8,800 (as of December 31, 2023)

• Revenue: No information is available

• Known For: Capital Group is one of the world’s largest and oldest investment management firms, renowned for actively managed mutual funds, known as American Funds®, and other investment solutions.

Products

• Capital Group offers over 40 mutual funds, referred to as American Funds®. Additionally, the company provides ETFs, separately managed accounts, collective investment trusts, and high net worth investment services. These products enable investors to pursue their financial goals with a broad range of investment solutions tailored to different needs.

• Key Features:

• Extensive global research backing investment products

• Experience in active management combined with passive indexing

• Solutions designed for diverse investment objectives, including retirement planning and income generation.

Recent Developments

• Recent Developments:

• On January 23, 2025, the firm expanded the ICanRetire® program to enable financial advisors to offer it to small business owners alongside existing 401(k) plan solutions.

• On December 12, 2024, Capital Group issued its 2025 Investment Outlook, navigating a buoyant U.S. economy, advancements in artificial intelligence, and renewed interest in fixed income.

• A strategic partnership with KKR was announced on May 23, 2024, to create hybrid public-private investment solutions.

• New product offerings, like the Target Date Retirement Blend Series launched on September 9, 2024, and seven new ETFs introduced on June 27, 2024, continue to expand Capital Group’s diverse portfolio.

• New Products Launched:

• Capital Group and KKR's collaboration led to the registration of two public-private fixed income funds, which are expected to launch in 2025.

• The Target Date Retirement Blend Series debuted as a significant product combining active and passive management.

• New Features:

• The ICanRetire® program was enhanced to better serve the Hispanic community as of September 18, 2023.

• The ongoing introduction of active-passive models and new ETFs reflect continued innovation in product offerings.

• New Partnerships:

• A notable strategic partnership with KKR was formalized to integrate alternative investments into investor portfolios across various asset classes.

This detailed report captures the comprehensive scope of Capital Group's operations, recent advancements, and strategic direction as a leading entity in the global investment management landscape.